How to invest in mutual funds?

Sahi Fund
Find if a Fund is investment-worthy within its category based on its Underlying Asset Quality, Risks, Returns Performance and Expense Ratio. Unique tools to identify Sahi Funds for FREE.
Sahi Time
If a Mutual Fund is likely to give more returns than FD & its Benchmark in the next 3 years, then right time to invest in it. (241 of 383 Funds are likely to generate 'Less Returns than FD')
Sahi Allocation
A Sahi Mutual Fund is Sahi for you only when it complements your existing portfolio to ensure a diversified portfolio to reduce risk while enhancing returns.


Fund Name
Category
Net Assets (Cr.)

NAV (Rs.)
AUM (Cr.)
Returns Since inception
Returns
Is it a Sahi Mutual Fund?

Past

Avg Rolling
Quality
Performance
Equity - Value Fund
3,255
73.59 3,255
15.5
08 Jun' 05
5.75
15.41
16.44
11.2
19.11
14.91
15.19
15.17
Risky
Not Good
Equity - Sectoral Fund - Infrastructure
3,242
9.42 3,242
-4.24
06 Dec' 17
-1.04
NA
NA
NA
-8.76
NA
NA
NA
NA
NA
Equity - Value Fund
3,226
51.27 3,226
15.8
07 Mar' 08
-4.28
17.34
17.7
13.77
23.77
18.48
18.74
19.65
Risky
Very Good
Hybrid - Conservative Hybrid Fund
3,179
45.36 3,179
10.4
26 Dec' 03
5.83
8.87
9.94
8.97
11.14
10.67
10.92
10.68
Very Good
Not Good
Equity - Sectoral Fund - Banks & Financial Services
3,061
279.95 3,061
23.3
26 May' 03
12.22
21.75
19.41
15.3
23.94
19.21
19.87
19.89
Somewhat Good
Somewhat Good
Equity - Large & Mid Cap Fund
3,061
323.68 3,061
18.2
09 Jul' 98
3.39
12.8
11.92
11.03
15.84
12.53
14.41
17.18
Somewhat Good
Somewhat Good
Equity - Sectoral Fund - Banks & Financial Services
3,036
65.07 3,036
19.2
22 Aug' 08
11.92
24.8
21.65
17.1
25.28
20.07
20.92
20.89
Somewhat Good
Somewhat Good
Equity - Large & Mid Cap Fund
3,012
44.60 3,012
11.5
09 Aug' 05
3.72
15.35
13.79
9.61
13.75
10.09
10.01
9.98
Risky
Not Good
Equity - Large & Mid Cap Fund
2,981
533.38 2,981
18.4
08 Oct' 95
-1.74
8.31
12.09
8.48
15.51
11.20
13.32
19.30
Risky
Not Good
Hybrid - Balanced Advantage
2,905
52.72 2,905
9.14
25 Apr' 00
5.69
11.91
11.8
9.29
12.43
10.09
10.74
11.98
Very Good
Not Good
Hybrid - Balanced Hybrid Fund
2,881
10.94 2,881
4.8
24 May' 17
4.09
NA
NA
NA
3.02
NA
NA
NA
NA
NA
Equity - Large Cap Fund
2,774
205.31 2,774
20.6
10 Mar' 03
6.5
12.1
11.81
9.45
14.43
12.03
14.53
15.27
Somewhat Good
Not Good
Equity - Large & Mid Cap Fund
2,766
79.26 2,766
15.8
02 Mar' 05
4.21
10.38
14.33
11.82
18.61
13.98
14.92
14.75
Risky
Somewhat Good
Equity - Multi Cap Fund
2,713
81.45 2,713
16.2
16 May' 05
3.35
12.55
14.04
11.54
17.78
13.73
14.46
14.41
Somewhat Good
Somewhat Good
Equity - ELSS
2,710
100.99 2,710
15.7
02 May' 05
1.59
13.07
14.46
10.48
15.68
12.78
12.98
12.91
Somewhat Good
Not Good
Equity - Sectoral Fund - Pharma & Health Care
2,688
152.13 2,688
20.1
05 Jun' 04
13.54
4.96
11.63
13.45
25.66
21.20
22.65
22.40
Somewhat Good
Not Good
Equity - Multi Cap Fund
2,660
38.82 2,660
12.1
07 Jun' 07
6.94
15.08
15.86
11.44
17.68
13.67
13.51
13.54
Somewhat Good
Somewhat Good
Hybrid - Balanced Advantage
2,638
10.41 2,638
5.73
03 Aug' 18
NA
NA
NA
NA
NA
NA
NA
NA
Very Good
NA
Hybrid - Conservative Hybrid Fund
2,562
41.33 2,562
9.68
16 Dec' 03
5.46
8.6
10.13
8.99
10.29
9.86
10.07
9.83
Very Good
Not Good
Equity - Mid Cap Fund
2,560
285.25 2,560
22.4
03 Oct' 02
-3.9
12.46
18.24
11.91
21.93
16.12
17.39
17.97
Risky
Somewhat Good
*Based on the Fund’s Ranking within its Category

FAQs

  • Why should you invest in Mutual Funds?
  • One should invest in Mutual Funds to earn equity-linked returns (significantly higher than FD). This will also help you reach your financial goals faster.
  • How many Mutual Funds should one invest in?
  • You should select at least 4-5 funds that complement each other. Fund Managers like every competent investor choose a strategy, and hence, the one Fund will work best only in some market situations. So, when investing in stocks through Mutual Funds, you need to select a combination that will work better together, in the present and future.
  • Should I invest in mutual funds if I invest in direct stocks?
  • Yes, you should, in order to complement your investment strategy/style/biases and also be confident about committing a larger portion of your Investable Surplus to equities.
  • How to select the best Mutual Fund?
  • Finding a good Mutual Fund to invest in requires you to answer 3 essential questions:
    1. 1. What is the Right Fund? – Check quality of Holdings, consistency of returns, expense
    2. 2. What is the Right Time to buy? – Check portfolio valuation and fund manager investment strategy
    3. 3. What is the Right Allocation? – Check if the fund suits your risk profile
    Read our blog , 'If not past returns, then how do you select the right Equity Mutual Fund to invest in?' for details
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